Report Designer

Report Designer represents a mechanism for creating individuals reports, depending on the needs of each client. After being created these reports appear in the Custom Reports menu and not differ from the standart reports.

To open Report designer choose Reports->User Reports->Edit Reports->button New.

The module Report designer consists of five sections - Result Preview, User Filters Preview, Sources, Fields and Properties. You can disable and enable them from the menu Other->Report Designer. It is active only when Report Designer is opened.

1. Sources

Section Sources contains list of all tables in the base which can be used for creating reports. When you select a source only a part of all sources will remain visible. With those sources the chosen one can make a connection. For example if you select Payment source only Partner, Location, User and Payments type will remain visible for choice.

2. Fields

Section Fields contains all chosen sources and their fields. By default they are checked, which means that they are visible in the report. Uncheck the fileds which you don't want to see in your report and they will be removed from the filter form.

3. Properties

In this section you can set different properties of the filter like: level of visibility, filter logic, filter type and grouping of the result.

3.1 Visibility - determines the filter level of visibility:

3.2 Grouping

3.3 User filters

 Allow user filtering - determines the type of the filter

 Allow user ordering - shows whether the selected field to be in the sort list and you can sort the report by it.

3.4 Static filters - you can create your own static filter if you want to see results only for specific operation, for determined period of time, for determined item, partner or user. 

To add a static filter choose Add button.

4. Result Preview

This section shows what will be visualized in the report result.

5. User filters preview

User filter preview presents the filter form of the report.

6. Preview and save the report

Use Test button to preview you report and to generate test result. If you want to change something you can turn back to the report designer. To save the report use the Save button. In the General information tab enter the report name and in the Groups tab select a group where you want to put your report or create a new one. To exit report designer without saving the changes press Close button.

 


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